How to grab a slice of emerging markets
10 mins. to read
Emerging and frontier markets still offer value for investors, writes Filipe Costa. Here’s how to play them using a passive approach.
Filipe R Costa
How to build a passive retirement portfolio
11 mins. to read
Filipe R. Costa demonstrates how to create a simple and low-cost strategy using ETFs, to fund your retirement.
How to build a quality portfolio for rising volatility
9 mins. to read
In the light of a widely anticipated economic slowdown, Filipe R. Costa explains how quality factors can be used to manage an effective portfolio.
Central banks: are we going under again?
9 mins. to read
After more than 10 years without an interest-rate cut, the Federal Reserve is set to loosen monetary policy − but how far are policymakers willing to go?
The bitcoin surge – A new era for money or a dangerous bubble?
0 mins. to read
In recent decades, governments and central banks have come under fierce criticism for the way they manage our most important commodity – money. Money is supposed to be a simple and neutral way of facilitating the financial interactions necessary in all our lives; but it has become somewhat of a burden, and has often been…
Meet the European bank bucking the trend
7 mins. to read
Banco Santader buys Banco Popular It’s always intriguing to read in the news that one big European bank just purchased another, in particular at a time the clouds hanging over European banks are dark and wide. But perhaps those clouds are not as large as many perceive, or maybe they don’t cover the whole European…
Should you give in to Bitcoin fever?
6 mins. to read
I just came accross an article on CNBC about a trader from Saxo Bank who predicts that Bitcoin will be worth $100,000 in 10 years time, as cryptocurrencies gain market share in the highly liquid foreign exchange market. While 10 years is still a long time to wait for such a bold prediction to materialise,…
A New Foundation for American Greatness?
5 mins. to read
The budget document is unrealistic… Investors have been anxiously waiting for Trump’s budget proposals, to see if the fiscal shock they have been waiting for has any chance of materialising into a real deal. A big step came on Tuesday, when the government presented its budget for the 2018-2027 period. But, as with everything else…
Are valuations now dangerously stretched?
6 mins. to read
Stretched Valuations Since the beginning of the year, I have been drawing the attention of the reader to the lack of volatility in U.S. markets, as such a high level of complacency is extreme by historical standards and is not supported by current fundamentals. Recently, the VIX (INDEXCBOE:VIX) fell below 10, which is a rare…
Apple’s recovery lacks solid foundations
7 mins. to read
Not good enough Apple has just released its earnings for the quarter ending 1 April, reporting revenues of $52.9 billion, earnings per share of $2.10, a profit margin of 38.9% and an enviable accumulated cash balance of more than a quarter trillion dollars! The company increased its quarterly dividend payments by 10.5% to 63c per…